By choosing Cofunds as their administrative platform, advisers benefit from a powerful combination. Our extensive fund choice, research tools and online services, coupled with adviser market knowledge and expertise, provide a firm foundation for effective investment decisions helping them to provide a top quality service to you, their client.
Using our service your adviser can recommend and build investment portfolios, and as your individual circumstances change, your portfolio can be quickly and easily reviewed and maintained by your adviser, benefiting from cost efficient switching, online valuations and transaction histories.†
If you don’t already have an adviser, there are websites to help find one. You can contact either unbiased.co.uk or the Personal Finance Society (PFS).
†charges are detailed within the key features document which can be supplied by your adviser.
Cofunds Limited is authorised and regulated by the Financial Services Authority FSA Registration No 194734.
* Calls may be recorded for training and quality purposes.